Northwoods Wealth Management
Registered Investment Adviser
PO BOX 603 Berlin NH 03570
603-951-0258 207-633-4236
adam.maguire@lpl.com
Privacy Statement- May 2025
At NORTHWOODS WEALTH MANAGEMENT, it is our highest priority to ensure the confidentiality of our client’s information, and our commitment to earn and keep their trust.
We will never sell any client information to any third party, ever. We will not send client information to any third party with out your verbal or written consent to do so. A discussion with you about the third party will suffice as consent.
Your confidential information may be shared with State and Federal regulators when required to by State and Federal Law.
We may disseminate your information to a third party with your agreement for investment or insurance products. For example, we may share information with a broker/dealer or insurance company at your request or to solicit quotes on your behalf.
We may collect information from you such as your name, address, telephone, social security number, or risk tolerance. This information is used to provide financial services to you.
We will not disclose any information to third parties for the purpose of offering you new products or services. We do not require, nor share credit information about you.
If you have any questions about our privacy policy, please call 207-633-4236
Thank-You,
NORTHWOODS WEALTH MANAGEMENT
